technology arm of hansard has taken the next step in keeping its life arms well ahead of its rivals
Hansard Information Services (HISL) is piloting a new investment feature on its intermediary internet portal, Hansard Online, with the aim of simplifying the calculations of clients' investment exposure and automating the creation of presentation packs. The new Personal Investment Review feature is designed to give advisers a thorough view of a client's investment exposure breakdown and create a marketing pack for pre- and post-sales purposes, said Paul Harwood, chief executive of HISL. The system consolidates all of a client's holdings in various funds or policies, and automatically c...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
